Earned Wealth

The dental industry has seen unprecedented consolidation by private equity-backed DSOs over the past 5 years. As the landscape continues to shift, it's becoming more important than ever to understand your options and chart a course to maximize your outcome from a DSO affiliation. Join us for a live webinar this Wednesday at 6pm PT where we'll cover: 1. Private equity's role in dental industry consolidation 2. How rising interest rates, capital constraints, and economic uncertainty are shaping the DSO marketplace 3. Key insights into EBITDA, practice valuations, and DSO deal structures 4. The top 5 mistakes sellers make in DSO transactions and how you can avoid them 5. Tax-smart strategies to help reduce your tax burden while optimizing financial outcomes You won't want to miss out on these insights — register here: https://lnkd.in/g449Thze California Dental Association University of the Pacific, Arthur A. Dugoni School of Dentistry University of California, San Francisco SACRAMENTO DISTRICT DENTAL SOCIETY

I had the privilege of joining RJ Lumba on the Growth Investor podcast to share the story behind Earned Wealth and our mission to help doctors, their families, and their practices maximize their wealth and well-being. Tune in to learn more about the founding story of Earned and how we're committed to helping doctors achieve the financial independence and peace of mind they so rightly deserve. Listen to the full episode - available on: Apple Podcasts: https://lnkd.in/gpBE-x6a YouTube: https://lnkd.in/g7daEFs5 Spotify: https://lnkd.in/g8jW452v

(NEW EPISODE) In a captivating conversation with John Clendening, we delve into his incredible journey from the beaches of Florida to leading multi-billion-dollar companies and venturing into the startup world. John shares his unique perspectives on leadership, the art of bringing differentiation in segments, and his experiences in corporate giants and agile startups. He also talks about raising $200M for his startup. #entrepreneurs #entrepreneurship #entrepreneur #business #success #venture #venturecapital #investment #invest #investors #tech #technology #innovation #leanstartup #leanstartups #inspiration #startup #startups https://lnkd.in/dj8gUe2h

We are thrilled to announce that Earned Wealth has secured a $200 million capital commitment to revolutionize financial services for healthcare professionals. This investment, led by Summit Partners and Silversmith Capital Partners with participation from existing investors Juxtapose, Hudson Structured Capital Management Ltd., and Breyer Capital, marks a significant milestone in our journey to deliver unparalleled financial solutions tailored specifically for medical professionals and their practices — a segment that has long been underserved by today’s highly fragmented wealth management industry. In addition, we are excited to welcome Thomas Doll into the Earned family. As a leading provider of financial services to medical professionals, Thomas Doll shares our vision of optimizing wealth management for the healthcare community. Stay tuned for more exciting updates as we continue to build and innovate financial solutions for doctors and their practices. https://lnkd.in/grB7JMjh

It was a pleasure to sit down with Bloomberg and share our significant milestone of securing a $200 million capital commitment. This investment will help us further our mission of transforming financial services for healthcare professionals. Our goal is to become the one-stop shop — the only financial services provider that doctors need for both their personal wealth and practice needs. Our recent acquisition of Thomas Doll has expanded our services to include tax planning for individuals as well as tax and retirement plans for practices — and we're excited to continue growing even further!

Announcing: Earned for Physician on FIRE app 🔥 Find out why 140,000 physicians love Physician on FIRE financial content! Track progress toward your goals, monitor monthly subscriptions and explore personalized spending trends. Download Earned for PoF now and take charge of your financial future. Available on the App Store or on your favorite web browser. ********* https://lnkd.in/gQPk-vpi https://lnkd.in/gqdAM4mQ

We’re thrilled to announce our acquisition of Thomas Doll.* Thomas Doll is a terrific firm that has been committed to meeting the unique financial needs of medical and dental professionals for over sixty years. Thomas Doll’s and Earned Wealth’s values, cultures, philosophies and service offerings are closely aligned, and this combination will expand our capabilities and enhance our commitment to serving our clients with excellence. We’re excited to further our mission of maximizing the wealth and well-being of physicians and dentists, liberating them from financial stress so they can focus on what they do best. ********* *Thomas Doll will be acquired by an affiliate of Noho Financial, Inc., d/b/a Earned Wealth (“Earned Wealth”)

This financial literacy month, Earned (formerly known as Forme Financial) is excited to share our most popular webinar on physician financial freedom! We’ve opened up our vault to unlock our 45-minute Practice Academy session. Listen to Earned’s CEO, John Clendening and Earned’s managing director, Myhanh Hoskin, CFP®, AAMS®, CWS® in their joint production “Taking control of your financial future: A physician’s playbook for success”. Listen to the webinar here: https://lnkd.in/eAiJEmsG Questions? Let us know in the comments!

Curious how to get the most financially from your practice? Learn more:  https://lnkd.in/gvNiMHDU Here are some of the topics covered: 1. Blueprints to grow your practice  2. Strategies to reduce your taxes as a practice owner 3. Improving M&A outcomes 4. Optimize your personal wealth from a practice sale Presented by Earned Wealth's Bill Martin, CFA and Skytale Group. #PrivatePractice #MedicalAesthetics

Dating back to 1933, this holiday honors the unwavering commitment and quality of care physicians bring to their patients. On behalf of all of us at Earned Wealth, thank you for what you do! Happy #DoctorsDay